Hi Greg

What version of Sage CRM are you using?  It would also help to know what version of Windows you are using and the version of Outlook being used.

Sage redesigned the Contact and Email Import feature for Sage CRM 2022 R2. Instead of using a plugin within Outlook, the CRM server connects to the target email server and the user can select contacts and emails from their account that they wish to import into Sage CRM.

This advisory about the Support of Outlook plugins in Sage CRM 2022 R2 may be helpful:  (+) Advisory: Support for Outlook Plugins in Sage CRM 2022 R2 - Announcements - Sage CRM - Sage City Community

The current version of Sage CRM is 2023 R1.

Please note that support for Sage CRM 2020 R1 & R2 will end on September 30th 2023.

Hi Greg,

If you are looking to stay within Outlook we have a product that does this

https://crmtogether.com/products/accelerator/

We have a lite and a pro version (lite is ideal if just filing emails).

Please get in touch with us or your partner if you would like a chat/demo.

Thanks for your comments.  We are using Sage CRM 2022 R1 and Microsoft office home and business 2016, I am not involved with decisions at my company on when to upgrade, so not sure when we might upgrade to CRM 2022 R2.  We just had an upgrade installed in late May or early June this year.  Prior to this upgrade the plug in worked without any issue.  It is very common for there to be issues with the plugin with every upgrade.  CRM support has usaully been able to help but this time has told us that the plug in doesn't work with office home and business and we needed to install business or enterprise outlook.  We have been running this office version for a couple years. 

Thanks for your comments about my question. I will take a look at the link in your email and follow up if interested.

I am sorry but I have been out of the office for the last week and a bit.  I think part of the problem is that the version of Outlook you are using Microsoft Outlook 2016 (Home and Business) is out of mainstream support.   (I know that as of Sage CRM 2021 R1 we said we supported Outlook 2016 - Sage CRM Supported Software and Mobile Features)

learn.microsoft.com/.../microsoft-office-2016

Microsoft products governed by the Fixed Policy will end support in 2025. Products moving to Extended Support in 2025 include those that were previously in Mainstream Support. During Extended Support, Microsoft continues to provide security and reliability updates, and bug fixes, but non-security updates are not provided without a paid support agreement.

Thanks again for your comment.  My frustration is that any time there is an upgrade in CRM, something stops working. In this case the issue was easily resolved on my end.